Wealth Management

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Fontana Wealth Management of Raymond James
Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. Rick was born in Newark and grew up in the Nutley-Montclair area of northern New Jersey. He lives in Bridgewater, New Jersey, and Punta Gorda, Florida, with his wife, Karen.
350 Main Street
Suite 5
Bedminster, NJ 07921
Edward Jones Investments - Jim Sproul
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

21234 Olean Blvd Suite 2A
Port Charlotte, FL 33952
Presley Beane Financial Services LLC
Presley Beane Financial Services has been in the financial services business more than 35 years. John Beane, Brian Beane, Michael Presley, Cynthia Beane & Jennifer Beane are team players who work together to help meet your financial needs.

310 Dupont Street
Punta Gorda, FL 33950
252 W Marion Ave, Ste 200
Punta Gorda, FL 33950
1502 Kings Highway, Suite 300
Kings Crossing Office Park
Port Charlotte, FL 33980
1190 W. Marion Ave.
Punta Gorda, FL 33950
230 Bal Harbor Blvd, Suite 113
Punta Gorda, FL 33950
103 W Marion, 2nd Floor
Punta Gorda, FL 33950
7273 North Blue Sage
Punta Gorda, FL 33955
2815 Tamiami Trail
Punta Gorda, FL 33950